Filed June 8, 1999 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $36,745 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY/CORRADO Service code 15 · EIN 26-4310632 1650 MARKET ST · PHILADELPHIA, PA 19103 | Recordkeeping | $26,159 |
Filed as: PERSHING ADVISORS SOLUTIONS LLC Service code 28 · EIN 83-0437353 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Investment Management | $16,176 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 16.29% | 7.25%+9.0pp | 5.16%+11.1pp | 8.21%+8.1pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,446-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |